Industry Intelligence Spotlight
Join Fidelity and our guests as we explore the ideas and actions that give us the power to make better decisions about our work, finances, health care, and lives. Our four-episode series, The...
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Catherine Golladay, President Schwab Retirement Plan Services keynote from the PLANSPONSOR National Conference
sponsored by Charles Schwab
Some trends in plan design—automatic features, target-date funds (TDFs)—are likely to continue to be good practice. However, the coronavirus pandemic has uncovered participants’ specific needs and, perhaps, insufficiencies in plan design.
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It’s prudent for your plan committee to annually review best practices.
New proposed rule would up the fiduciary requirements.
Most asset managers—though not the DOL—agree with using ESG funds.